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Gaaldaco

qbo-mcp

by Gaaldaco
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TypeScript
Hybrid

qbo-mcp

A Model Context Protocol (MCP) server for the QuickBooks Online Accounting API. Manage customers, vendors, invoices, bills, payments, items, reports, and more — all from Claude.

Supports both stdio (Claude Desktop) and HTTP/SSE (Railway / remote clients).

Tools (48 total)

Category

Tool

Description

Accounts

list_accounts

Query chart of accounts with optional WHERE filter

get_account

Get account by ID

create_account

Create a new account

update_account

Sparse-update an account

Customers

list_customers

Query customers

get_customer

Get customer by ID

create_customer

Create a new customer

update_customer

Sparse-update a customer

Vendors

list_vendors

Query vendors

get_vendor

Get vendor by ID

create_vendor

Create a new vendor

update_vendor

Sparse-update a vendor

Items

list_items

Query products/services

get_item

Get item by ID

create_item

Create a new item

update_item

Sparse-update an item

Invoices

list_invoices

Query invoices

get_invoice

Get invoice by ID

create_invoice

Create a new invoice

update_invoice

Sparse-update an invoice

delete_invoice

Delete/void an invoice

Bills

list_bills

Query vendor bills

get_bill

Get bill by ID

create_bill

Create a new bill

update_bill

Sparse-update a bill

delete_bill

Delete a bill

Payments

list_payments

Query customer payments

get_payment

Get payment by ID

create_payment

Record a customer payment

delete_payment

Delete a payment

Purchases

list_purchases

Query purchases/expenses

get_purchase

Get purchase by ID

create_purchase

Create a purchase/expense

delete_purchase

Delete a purchase

Estimates

list_estimates

Query estimates/quotes

get_estimate

Get estimate by ID

create_estimate

Create a new estimate

delete_estimate

Delete an estimate

Sales Receipts

list_sales_receipts

Query sales receipts

get_sales_receipt

Get sales receipt by ID

create_sales_receipt

Create a new sales receipt

delete_sales_receipt

Delete a sales receipt

Credit Memos

list_credit_memos

Query credit memos

get_credit_memo

Get credit memo by ID

create_credit_memo

Create a new credit memo

Transfers

list_transfers

Query account transfers

get_transfer

Get transfer by ID

create_transfer

Create a funds transfer

Company

get_company_info

Get company details

Reports

get_profit_and_loss_report

P&L / Income Statement

get_balance_sheet_report

Balance Sheet

get_cash_flow_report

Cash Flow Statement

get_accounts_receivable_aging_report

A/R Aging Summary

get_accounts_payable_aging_report

A/P Aging Summary

get_trial_balance_report

Trial Balance

Query

query_qbo

Run a custom SQL-style QBO query

Related MCP server: qb-mcp

Environment Variables

Variable

Required

Description

QBO_REALM_ID

Yes

Company/Realm ID from your QBO URL

QBO_CLIENT_ID

For refresh

OAuth 2.0 Client ID from Intuit Developer Portal

QBO_CLIENT_SECRET

For refresh

OAuth 2.0 Client Secret

QBO_ACCESS_TOKEN

Yes*

OAuth 2.0 access token (expires every 60 min)

QBO_REFRESH_TOKEN

Yes*

OAuth 2.0 refresh token (used for auto-renewal)

QBO_ENVIRONMENT

No

sandbox (default) or production

TRANSPORT

No

http (default) or stdio

PORT

No

HTTP port (default 3000)

*Either QBO_ACCESS_TOKEN or QBO_REFRESH_TOKEN is required. For production, provide the refresh token plus client credentials for automatic token renewal.

Getting credentials

  1. Go to developer.intuit.com and create an app

  2. Under Keys & credentials, copy your Client ID and Client Secret

  3. Use the OAuth 2.0 Playground in the dev portal to generate an Access Token and Refresh Token

  4. Your Realm ID is in the QBO URL: qbo.intuit.com/app/homepage?...realmId=XXXXXXXXXX

Claude Desktop Configuration

Remote (Railway)

{
  "mcpServers": {
    "quickbooks": {
      "url": "https://your-app.up.railway.app/sse"
    }
  }
}

Local (stdio)

{
  "mcpServers": {
    "quickbooks": {
      "command": "node",
      "args": ["/absolute/path/to/qbo-mcp/dist/index.js"],
      "env": {
        "TRANSPORT": "stdio",
        "QBO_REALM_ID": "your-realm-id",
        "QBO_ACCESS_TOKEN": "your-access-token",
        "QBO_REFRESH_TOKEN": "your-refresh-token",
        "QBO_CLIENT_ID": "your-client-id",
        "QBO_CLIENT_SECRET": "your-client-secret",
        "QBO_ENVIRONMENT": "sandbox"
      }
    }
  }
}

Deploy to Railway

Option A — GitHub deployer (recommended)

  1. Push this repo to GitHub

  2. In Railway: New Project → Deploy from GitHub repo → select this repo

  3. Railway auto-detects the Dockerfile and railway.toml

  4. Go to Variables and set:

    • QBO_REALM_ID

    • QBO_ACCESS_TOKEN

    • QBO_REFRESH_TOKEN

    • QBO_CLIENT_ID

    • QBO_CLIENT_SECRET

    • QBO_ENVIRONMENT → production (when ready)

  5. Go to Settings → Networking → Generate Domain

  6. Connect Claude to https://your-app.up.railway.app/sse

Option B — Railway CLI

railway login
railway init
railway up
railway domain

Local Development

npm install
cp .env.example .env   # fill in your credentials
npm run build
node dist/index.js

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